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Surgent's 20 Essential IRA Tips for Saving Taxes and Avoiding Penalties (IRAS)
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Years of savings in an IRA or other tax deferred retirement account can be lost to avoidable income tax, IRS penalties and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS regulations and other IRS guidance. This webinar covers 20 tax saving tips that can help account owners avoid pitfalls that frequently cost them a great deal of money.

11/22/2016
When: Tuesday, November 22, 2016
11:00 AM - 1:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


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Acronym IRAS
CPE 2 hours
Category
Taxes
Level Intermediate
Vendor Surgent
Who should attend Tax advisors counseling clients with IRAs
Prerequisite
A basic understanding of individual income tax
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
Years of savings in an IRA or other tax deferred retirement account can be lost to avoidable income tax, IRS penalties and poor tax planning. In many cases, these costs can be avoided by following the provisions in the Internal Revenue Code, IRS regulations and other IRS guidance. These sources, however, are often very complex and can be easily overlooked or misunderstood. This webinar covers 20 tax saving tips that can help account owners avoid pitfalls that frequently cost them a great deal of money.

Major Topics:

  • One per 12 month rollover rule
  • Rollover tips and traps 
  • Options for spousal beneficiaries
  • Net unrealized appreciation 
  • Required minimum distributions
  • Roth IRA conversions, re-characterizations and re-conversions
  • Pre-age 59 ½ distributions including Form 5329 
  • IRA beneficiary related issues and disclaimers

Objectives:

  • Identify and address many commonly encountered issues associated with IRAs

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